Streamline the process of requesting an NDA with a structured intake form. Capture the parties involved, what information needs protecting, the intended duration, and any special concerns — so your attorney or legal team has everything they need before drafting begins.
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A non-disclosure agreement is one of the most common legal documents in business — and one of the most frequently mishandled. Companies often send a generic NDA without properly specifying the scope of protected information, the duration, or the governing law, leaving them with a document that provides little real protection. A well-designed NDA inquiry form ensures none of those critical details are forgotten.
This template is built for law firms, in-house legal teams, and legal operations professionals who receive NDA requests from clients or internal stakeholders. By capturing the NDA type (unilateral vs. mutual), the other party's identity, the specific information to protect, and the desired duration before drafting begins, the form eliminates the back-and-forth email chain that typically delays these routine matters by days.
formformform makes it easy to share this form with anyone in your organization or client base. Whether someone is about to enter a vendor negotiation, hire a contractor, or share a pitch deck with an investor, they can fill out the form in minutes and get the process moving. Submissions are organized in your dashboard and delivered to your inbox, so your legal team can act without chasing anyone down.
Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.
Review the starting questions and choices. You can change them in your own copy.
Jane Smith
Acme Corp
jane@company.com
(555) 123-4567
XYZ Vendor LLC
e.g., Sharing proprietary product designs with a potential manufacturing partner.
e.g., Trade secrets, client lists, financial projections, source code.
e.g., Non-solicitation clause, specific jurisdiction, carve-outs for public information.
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Your Company or Organization” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Type of NDA” in particular and adapt it to the detail you need.
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Purpose of the NDA” in particular and adapt it to the detail you need.
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Intended Duration of the NDA” in particular and adapt it to the detail you need.
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “What specific information needs to be protected?” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Any specific concerns or clauses to include?” in particular and adapt it to the detail you need.
Collect a consistent starting point for review, so the next conversation can focus on suitability and missing details rather than repeating basic questions. Review “When do you need this by?” in particular and adapt it to the detail you need.
Click 'Use this template' to load the NDA inquiry form into your formformform account.
Customize the duration dropdown to match your firm's typical NDA offerings.
Add a dropdown for governing law/jurisdiction if you serve clients in multiple states or countries.
Set up email notifications to route submissions to the appropriate attorney or paralegal.
Embed the form on your client portal, intranet, or website legal services page.
Optionally add a file upload field if requestors may need to attach a draft or existing agreement for review.
distinguishing unilateral from mutual upfront prevents the most common drafting misunderstanding and saves revision cycles.
even a soft 'nice to have by' date helps legal staff prioritize the queue when multiple NDA requests arrive simultaneously.
'trade secrets' is vague; asking what type of information (source code, financial data, client lists) produces a more defensible NDA.
an NDA between parties in different countries may require choice-of-law clauses or GDPR considerations that add complexity.
a one-sentence description of why the parties are sharing information is the most important input for defining the NDA's scope correctly.
keep it concise so stakeholders actually complete it rather than asking legal directly, which defeats the purpose.
Collects the investor's name, the nature of proprietary technology being disclosed, and whether the NDA should cover pitch deck content and financial projections.
Captures supplier details, the scope of product specifications or pricing data to be shared, and whether a non-solicitation clause should be added.
Gathers the new hire's role, department, and categories of sensitive information they will access so HR can request the appropriate confidentiality agreement.
Records the development partner's name, source code and architecture details to be shared, and specific IP ownership clauses needed.
Captures the target company's name, the financial and operational data to be shared in due diligence, and the anticipated timeline for the transaction.
Collects the contractor's full name, project description, and which client or product information they will be exposed to during the engagement.
Identifies both companies, the nature of the proposed joint product or service, and what proprietary processes each party needs protected under the mutual agreement.
Records the academic institution or research partner, the unpublished findings to be shared, and publication embargo requirements.
Captures the licensee's identity, the IP asset under discussion (patent, trademark, or software), and the target licensing terms to be kept confidential.
Documents the recipient organization, the types of de-identified or proprietary clinical data to be shared, and HIPAA-relevant restrictions on use.
Collects the property address, the buyer or investor's identity, and the financial analysis data to be shared during early-stage deal discussions.
Captures the client's brand strategy documents and campaign plans to be shared with the agency, ensuring creative concepts remain confidential during the pitch process.
Records product schematics, materials specifications, and cost structures to be disclosed to a contract manufacturer under a one-way confidentiality agreement.
A one-way (unilateral) NDA protects information flowing in one direction — typically from the disclosing party to the receiving party. A mutual NDA protects information shared by both parties and is appropriate when both sides will exchange confidential material, such as in a joint venture discussion.
Yes. You can customize the form for employee NDAs by removing the 'other party company' field and adding fields for department and role. Employee NDA agreements should still be reviewed by counsel to ensure enforceability under applicable employment law.
No. This form collects the information needed to draft an NDA — the actual agreement must be reviewed and signed by both parties separately. formformform does not support e-signatures.
Yes — you can add a file upload field to allow the requester to attach the existing draft. Your legal team can then review it using the context provided in the form fields.
Response time depends on your firm or legal team's capacity — the form simply ensures all necessary information is available from the start. You can add a paragraph field to set turnaround expectations for requestors.
Collect new client details, case type, and background before consultations.
Request a contractor agreement by providing project scope, payment terms, and key provisions.
Collect client details to draft a cease and desist letter targeting harmful behavior.
Collect signed waivers with assumption of risk and emergency contact.
Handle GDPR data subject requests compliantly and efficiently.
Collect trademark type, goods categories, and jurisdiction details from new clients.
Triage document review requests with type, context, and deadline details.
Let potential clients inquire about your legal services before booking a consultation.
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